QB 2019 Premier: How do I reopen a closed PO and SO?

I'll be happy to help change the status of your transactions, @Starby.

You can click the Mark as Open option and change the status of your purchase orders and sales orders to reopen them. I'm adding screenshots below for your visual reference.

I'm adding these articles with the topics you can use while recording the common vendor and customer transactions:

• The Vendor Transaction Workflows in QuickBooks Desktop
• The Customer Transaction Workflows in QuickBooks Desktop

It'll always be my pleasure to help if you've got additional questions about purchase and sales orders. Use the Reply option below and surely I'll be here ready to assist you. Take care and stay safe!

Thank you for the information.

Unfortunately I don't have this button see attachment

Thank you for the information.

Unfortunately I don't have this button, see attachment.

Thank you for the information.

Unfortunately I don't have this button. See attachment.

I know it can be challenging when you can't reopen a transaction, Starby. I'm here to ensure this gets fixed.

When reopening a closed transaction in QuickBooks Desktop, you'll have to make sure that the Closed status shows. This way, the Mark as Open option will appear at the top.

Here's how to reopen the sales order:

1. Go to the Customers menu and then select Customer Center.
2. Locate the customer you created a sales order with.
3. On the All Transactions drop-down menu, select Sales Orders.
   
4. Locate the closed sales order, then double click to open.
5. Click Mark as Open and then select Save & Close.
   

To reopen the purchase order, I'd suggest following these steps:

1. Go to the Vendors menu and then select Vendor Center.
2. Locate the vendor you created the purchase order with.
3. On the All Transactions drop-down menu, select Purchase Orders.
   
4. Locate the closed purchase order, then double click to open.
5. Click Mark as Open and then select Save & Close.
   

Additionally, I've included these articles that'll help you keep track of your sales and expenses transactions in QuickBooks Desktop. This way, you'll be able to focus on the information that matters most to your business:

• Customize Vendor Reports

• Customize Customer, Job, and Sales Reports

I'm only a few clicks away if you need assistance managing your sales and expenses transactions, Starby It's always my pleasure to help you out again.

CharleneMae,

Thank you for the input. 

Unfortunately that doesn't work for me.  You process takes me around a different path than the last suggestion but comes to the same point.  This doesn't overcome the issue that I stated earlier that I don't have a "MARK AS OPEN" button to press.  I have a "MARKED AS CLOSED" button but it is greyed out so I can't select it anyway, see attached.  It appears that something may be selected off in the preferences in my program setup.  Do you have any suggestions for how I can get the "MARK AS OPEN" button to be available.

Thanks for your help.

CharleneMae,

Unfortunately that doesn't work in my case.  This takes me to the same place I was before via a different route.  Thank you for showing me a new way to do this that I didn't know.

My problem still is that I don't have a "MARK AS OPEN" button when I open up the sales order, I only have a "MARK AS CLOSED" button which is greyed out, see attached. It seems to me that there may be something in the program setup that doesn't allow me to see the button you are talking about.  Is there something I would need to do to make this button available?

Thanks for you help.

I appreciate you for getting back to us, Starby.

This time, perform some troubleshooting steps to isolate why the Mark As Open button is unavailable. 

To do this, run the verify and rebuild steps. This helps identify any program-related issues.

Once done, try reopening the sales order again.

Keep me posted if there's anything that I can help with. Keep safe!

Adrian,

Thank you for your input.  I did the verify and rebuild steps you suggested and there was one error but it had nothing to to with this project.  I backed it up and did the rebuild function and it successfully rebuilt it.

I went and opened up the sales order and it still shows, "Invoiced in Full" and the "Mark as Closed" is the only button there and it is greyed out.

Do you have any other suggestions?

Thanks

Hello there, Starby.

We can try other troubleshooting steps that will help you reopen a close purchase order and sales order. 

The purchase order and sales order will be marked as closed if the items have been paid and received. You'll want to delete the item receipt or bill attached to these transaction to reopen it. If the same thing happens, you'll want to repair QuickBooks. 

After doing the process and you still see the unexpected issue, I suggest reaching out to our Phone Support Team. Here's how to contact them:

1. Press F1 to open the Help window.
2. From the search icon, type Contact Support.
3. Click Contact us at the bottom part.
4. Give a brief description of your issue about the company file and click the Search button.
5. You'll be routed with How to connect with a QuickBooks expert and you choose which one is best for you.

The Community is available 24/7 if you have other concerns. We'll be right here to help you. Take care!

I'm having the same issue.  Did Quickbooks ever provide a solution?

Hello there, @Luckyme502.

I'd love to help you with your concern, but can you please provide more information about it? Are you trying to re-open a closed purchase order and sales order and doesn't have a Mark as Open option? Any additional information could help us provide the best resolution to your issue.

The Community forum is always open to help you with any QuickBooks concerns. Have a good one!

This happened to me and I came here for the solution, but I think I figured it out on my own. Here's what happened - I created a bill off the PO and had changed the amount to reflect the 50% deposit per the agreement. Then I paid the bill. That made QBDT think the PO was closed. The only way I could get the PO back open was to delete the bill and bill payment, then re-open the PO. So, there must be a different way of receiving the partial PO - THIS WORKED - Try creating multiple line items with the same cost code - one for the 50% deposit that's half and one for the completion payment to indicate the other half, or however your pay schedule may be. This way you can receive one line without receiving the other when you create bill...I don't think QBDT identifies a partially received line item. I did this and was able to create two bills, Receiving one line item in the first bill and the other line item in the second bill. To unselect receiving a line item, just change the quantity for that line item to 0.